TNA
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True North Advisors’s TSMC TSM Stock Holding History

True North Advisors’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$887K Buy
1,858
+45
+2% +$18.3K 0.08% 129
2026
Q1 		$613K Buy
1,813
+126
+7% +$43.4K 0.07% 145
2025
Q4 		$513K Sell
1,687
-40
-2% -$11.7K 0.07% 154
2025
Q3 		$482K Sell
1,727
-124
-7% -$30.3K 0.08% 133
2025
Q2 		$419K Buy
+1,851
New +$343K 0.08% 149
2025
Q1 		– Sell
-1,201
Closed -$237K – 252
2024
Q4 		$237K Buy
+1,201
New +$232K 0.06% 173
2024
Q3 		– Sell
-1,334
Closed -$232K – 209
2024
Q2 		$232K Buy
+1,334
New +$202K 0.06% 176

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

True North Advisors's TSM Position: Q2 2026 in Review

True North Advisors increased its TSMC (TSM) stake by 2.5% in Q2 2026, buying an estimated $18.3K and bringing the position to 1,858 shares worth $887K. The position accounts for 0.08% of the portfolio, ranked #129.

True North Advisors first reported a position in TSM in Q2 2024 and has held it in 7 quarters since. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • True North Advisors held 1,858 shares of TSMC worth $887K as of Q2 2026.
  • True North Advisors bought 45 TSMC shares in Q2 2026, an estimated $18.3K.
  • TSMC made up 0.08% of True North Advisors's portfolio in Q2 2026, its #129 holding.
  • True North Advisors first reported a position in TSMC in Q2 2024 and has held it in 7 quarters since.
  • 3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.